Global Unconstrained Bond a sub-fund of Schroder
... The risk and reward indicator The risk category is based upon the fund's risk target and there is no guarantee that the fund will achieve it. The fund's risk category is not guaranteed to remain fixed and may change over time. A fund in the lowest category does not mean a risk-free investment. The f ...
... The risk and reward indicator The risk category is based upon the fund's risk target and there is no guarantee that the fund will achieve it. The fund's risk category is not guaranteed to remain fixed and may change over time. A fund in the lowest category does not mean a risk-free investment. The f ...
TREASURY BILLS What is a Treasury Bill?
... Ksh 4.375 per 100 is however based on the face value of Ksh 1,000,000 and NOT the Ksh 995,520 the investor paid. Therefore the investor has two investment gains – coupon and discount earned. What is Bond Reopening? This is where a bond originally issued in the market is reopened /reoffered to the ma ...
... Ksh 4.375 per 100 is however based on the face value of Ksh 1,000,000 and NOT the Ksh 995,520 the investor paid. Therefore the investor has two investment gains – coupon and discount earned. What is Bond Reopening? This is where a bond originally issued in the market is reopened /reoffered to the ma ...
Municipal Market: How Rates Rise Matters
... Investors should contact a tax advisor regarding the suitability of tax-exempt investments in their portfolios. If sold prior to maturity, municipal securities are subject to gain/losses based on the level of interest rates, market conditions and the credit quality of the issuer. Income may be subje ...
... Investors should contact a tax advisor regarding the suitability of tax-exempt investments in their portfolios. If sold prior to maturity, municipal securities are subject to gain/losses based on the level of interest rates, market conditions and the credit quality of the issuer. Income may be subje ...
Longevity risk - Andrei Simonov
... of bond set at 20 basis points. Given that this is first ever bond brought to market, markets have no real feeling as to how fair this figure is. However, concern that up-front capital was too large compared with risks being hedged by bond: – longevity and interest rate risks ...
... of bond set at 20 basis points. Given that this is first ever bond brought to market, markets have no real feeling as to how fair this figure is. However, concern that up-front capital was too large compared with risks being hedged by bond: – longevity and interest rate risks ...
A factor portfolio
... proceeds to purchase (go long on) one or more assets. Clearly, any investor would like to take as large a position as possible in an arbitrage portfolio. ...
... proceeds to purchase (go long on) one or more assets. Clearly, any investor would like to take as large a position as possible in an arbitrage portfolio. ...
Risk and Return
... aversion. But they may NOT have the same portion of their wealth in the two assets. ...
... aversion. But they may NOT have the same portion of their wealth in the two assets. ...
Presentation title here in Arial 32pt
... – Your asset allocation is what matters most – so make it your main focus – Be obsessive about risk, and the returns will look after themselves – Risk and return objectives should be ‘real’, not ‘relative’ – Be capital efficient when matching your liabilities ...
... – Your asset allocation is what matters most – so make it your main focus – Be obsessive about risk, and the returns will look after themselves – Risk and return objectives should be ‘real’, not ‘relative’ – Be capital efficient when matching your liabilities ...
portfolio commentary - Cary Street Partners
... when redeemed, may be worth more or less than their original cost. Bond prices are sensitive to interest rate changes and a rise in interest rates will cause the prices of current bonds to decline. Longer term bonds typically are more sensitive to interest changes than shorter-term bonds. Investing ...
... when redeemed, may be worth more or less than their original cost. Bond prices are sensitive to interest rate changes and a rise in interest rates will cause the prices of current bonds to decline. Longer term bonds typically are more sensitive to interest changes than shorter-term bonds. Investing ...
Ibbotson® SBBI - New York Life Investment Management
... into an index. Past performance is no guarantee of future results. Note: This is for illustrative purposes only and not indicative of any investment. The data assumes reinvestment of all income and does not account for taxes or transaction costs. The average return represents a compound annual retur ...
... into an index. Past performance is no guarantee of future results. Note: This is for illustrative purposes only and not indicative of any investment. The data assumes reinvestment of all income and does not account for taxes or transaction costs. The average return represents a compound annual retur ...
May 2016 Factsheet Monthly
... Equity risk: Equity prices fluctuate daily, based on many factors including general, economic, industry or company news. High yield bond risk: High yield bonds (normally lower rated or unrated) generally carry greater market, credit and liquidity risk. Interest rate risk: A rise in interest rates ge ...
... Equity risk: Equity prices fluctuate daily, based on many factors including general, economic, industry or company news. High yield bond risk: High yield bonds (normally lower rated or unrated) generally carry greater market, credit and liquidity risk. Interest rate risk: A rise in interest rates ge ...
Abstract: It is well known that stock returns on short time horizons are
... Abstract: It is well known that stock returns on short time horizons are highly non-normal, contrary to the assumptions in the Black--Scholes model. The present paper shows that non-normality of stock returns introduces a sizeable hedging error, even if one hedges optimally, continuously and in the ...
... Abstract: It is well known that stock returns on short time horizons are highly non-normal, contrary to the assumptions in the Black--Scholes model. The present paper shows that non-normality of stock returns introduces a sizeable hedging error, even if one hedges optimally, continuously and in the ...
negative interest rates
... Bad news: Negative interest rates are incompatible with a healthy and growing economy. Insanity, Impotence or Irrelevance? Central banks have lowered rates over and over in the last six years and have not been able to nudge economies out of their comas. But they keep doing it.. The very fac ...
... Bad news: Negative interest rates are incompatible with a healthy and growing economy. Insanity, Impotence or Irrelevance? Central banks have lowered rates over and over in the last six years and have not been able to nudge economies out of their comas. But they keep doing it.. The very fac ...
